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SocGen’s Bokobza Says 5.5% Treasury Yield Would Crack Equities

Source: Bloomberg

Interest Rates & YieldsCredit & Bond MarketsMarket Technicals & FlowsAnalyst Insights

Societe Generale’s Alain Bokobza identified a 5.5% 10-year US Treasury yield as the level at which rising borrowing costs could overwhelm corporate earnings growth and pressure equity valuations. The view highlights a key downside threshold for stocks if long-dated Treasury yields continue to rise.

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